Five SaaS tools consolidated into one workflow
Example- Before
- $1,840 / month across 5 vendors
- After
- $240 / month + a custom internal tool
- Estimated saving
- ≈ $19,200 / yr
A performance-based cost-reduction practice
Cut business costs.
Pay only from verified savings.
We audit your software, vendors, and workflows; eliminate waste; rebuild what should be rebuilt; and take 30% of verified first-year savings — no retainer, no upfront fee.
$0
Upfront retainer
30%
Of verified savings
70%
Retained by client
12 mo.
Performance window
Engagements run under signed MSAs and BAAs where applicable. HIPAA-compliant for clinics, medical groups, and healthcare-adjacent operators.
01The problem
Most operating budgets carry five to six figures in recoverable software and vendor cost.
Subscriptions stack up. Workflows stay manual. Vendors raise prices on autopilot. Nobody owns the line item. We do.
01
SaaS sprawl
Form builders, CRMs, schedulers, marketing tools, automation platforms, support tools — purchased over years, never consolidated, never audited.
02
Duplicate and redundant tools
Three vendors solving the same problem at full list price. Marketing, sales, and operations each buying their own.
03
Manual workflows
Lead intake handled by hand. Booking copy-pasted between systems. Reports reconciled in spreadsheets every Monday.
04
Vendor lock-in
Auto-renewed annual contracts. Seat counts never right-sized. Bookkeeping flows no one on the team can untangle.
02The approach
A five-step engagement, measured in weeks, not quarters.
Each step ties to a verifiable cost outcome. No discovery deck. No 90-day runway.
- 01
Audit software, vendors, and workflows
We map every subscription, contract, seat, integration, and manual handoff across the business.
- 02
Identify waste, duplicates, and automation gaps
Overlapping tools, unused seats, mispriced contracts, manual processes that should be one click — all surfaced and quantified.
- 03
Replace, automate, renegotiate, or rebuild
We consolidate the stack, automate the busywork, negotiate vendors, or ship custom internal tooling — whichever produces the largest verified saving.
- 04
Document verified savings
Each dollar saved is line-itemed against the prior cost, signed off by you, and tracked across the twelve-month measurement window.
- 05
30% of verified savings — and we step out
No retainer. No long-term contract. If we don't produce verified savings, you don't pay.
03Savings calculator
Estimate what stays on your side of the table.
An order-of-magnitude estimate. Actual savings are quantified during the audit and confirmed in writing before any work begins.
$8,000
$500$50,000+
25%
5%60%
Estimated annual savings
$24,000
Our 30% fee
$7,200
You retain
$16,800
Estimates only. Savings depend on current tools, contracts, usage, and implementation scope. Verified at audit.
04Services
Eight services. One outcome.
We select the smallest set of moves that produces the largest verified saving. Nothing more, nothing performative.
01
SaaS stack audit
Every subscription, contract, seat, integration. Duplicates and overpriced contracts surfaced and quantified.
02
Vendor & subscription cleanup
Cancel, downgrade, renegotiate. Right-size seats. End the auto-renewals.
03
Workflow automation
Manual handoffs and copy-paste work replaced with supervised, auditable automations.
04
Custom internal tooling
When the math favors building over buying, we ship a focused internal app — modern stack, fully owned by you.
05
CRM / EHR / ops replacement
Migrate off bloated platforms to leaner systems. Data, history, and workflows brought with you.
06
Manual process elimination
The weekly export, the inbox-juggling, the spreadsheet — removed from your team's plate.
07
Data migration planning
Records, contacts, history moved between systems safely. Parallel runs. No production downtime.
08
Staff training and SOPs
We document the new workflows and train the team. You keep the playbook — not a dependency on us.
05Why no retainer
Traditional consulting bills time. We bill outcomes.
The incentive structure determines everything else — speed, scope, what gets done, and what gets shelved.
Traditional agency
30 Percent Crew
Pricing model
$2,000 – $10,000 / month retainer
$0 retainer. 30% of verified savings.
ROI guarantee
None
If we don't produce savings, you don't pay.
Time to first result
60–90 day discovery phase
Weeks. Outcomes tied to specific cost lines.
Incentive alignment
Bill more hours
Produce the largest verifiable saving.
Contract term
6–12 months
Single engagement. Twelve-month measurement window.
Deliverables
Strategy decks, frameworks, recommendations
Cancelled contracts. Working automations. Documented savings.
06Who we serve
Built for teams whose stack outgrew the business that bought it.
Different industries, same pattern: a tool list that grew faster than anyone could audit it.
- Law firmsPractice management, intake, billing, e-discovery
- Medical groups & clinicsEHR, scheduling, patient comms — HIPAA-compliant
- AgenciesProject ops, CRM, time tracking, client portals
- Real estate teamsCRM, lead routing, transaction management, marketing
- E-commerce operatorsStorefront stack, fulfillment, support, analytics
- Local service businessesBooking, dispatch, invoicing, payments
- Professional servicesCRM, billing, document management, workflow
07Example engagements
What savings look like in practice.
Realistic patterns we see across SMB and mid-market operators. Each figure below is an example, not a guarantee.
Lead intake fully automated
Example- Before
- 12 hours / week of manual handling
- After
- Automated capture, routing, follow-up
- Estimated saving
- ≈ $31,200 / yr in reclaimed labor
Form + CRM stack replaced
Example- Before
- Typeform Business + HubSpot Pro
- After
- Bundled form + lightweight CRM
- Estimated saving
- ≈ $11,400 / yr
Automation runtime self-hosted
Example- Before
- Zapier Team + Make.com Pro
- After
- Self-hosted automation runtime
- Estimated saving
- ≈ $6,000 / yr
Booking, forms, payments unified
Example- Before
- Calendly + Jotform + Stripe add-on
- After
- One booking + payment flow
- Estimated saving
- ≈ $4,800 / yr
Vendor contracts renegotiated
Example- Before
- Auto-renewed at list price
- After
- Right-sized seats; multi-year discount
- Estimated saving
- ≈ $22,000 / yr
Example scenarios are illustrative. Actual savings depend on current tools, contracts, usage, and implementation scope.
08Frequently asked
Questions worth answering directly.
If a question here isn't fully answered, raise it on the audit call. Nothing is off-limits.
- We document old cost and new cost line-by-line, agree to the definition before work begins, and track each item over a twelve-month measurement window. Each saving has a paper trail.
09Request a savings audit
Tell us where the money is leaving. We'll find the rest.
Five fields. We respond within one business day with an audit window. Signed NDA on request.